ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's Holding History (CIK: 0002011649)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,451 Value ($000) $287 Avg Close — Range —
Q3 2025
Shares 3,451 Value ($000) $264 Avg Close — Range —
Q2 2025
Shares 3,569 Value ($000) $259 Avg Close — Range —
Q1 2025
Shares 3,569 Value ($000) $227 Avg Close — Range —
Q4 2024
Shares 3,569 Value ($000) $217 Avg Close — Range —
Q3 2024
Shares 5,113 Value ($000) $346 Avg Close — Range —
Q2 2024
Shares 5,113 Value ($000) $315 Avg Close — Range —
Q1 2024
Shares 4,449 Value ($000) $282 Avg Close — Range —
Q4 2023
Shares 4,610 Value ($000) $285 Avg Close — Range —